Roberta Keller

Background

About Roberta Keller

I founded Alexis Advisors in 2013 as a direct response to gaps and issues I saw in the industry, including supporting women and families in a more a holistic, intentional, and transparent approach to their financial life. I spent nearly a decade working in institutional money management - on a Wall Street bank trading floor, for a hedge fund in Connecticut and an asset management group in London. I learned a lot - including some of the gaps and challenges in the industry. As a Certified B Corporation, our goal is to help clients and our community be informed about the unspoken aspects of wealth management, bringing trust and clarity to the financial planning and investment management process. We are proud to be one of the the regions first B-Corp certified, values-based advisory experience. Through our proprietary investment portfolios, all screened through a socially responsible lens, and our holistic planning process, we strive to help individuals, women and families align their money to what they value most. My long-time yoga and meditation practices are tightly intertwined with how I have built my business - with a focus on transparency, integrity and encouraging purpose-driven living. In addition to my work, my other passions include Ayurvedic wellness, yoga, meditation, and spending time in nature. I also enjoy traveling and learning about different cultures, and love reading and spending time with my kitty, Max.